The contact person is the main correspondent between your business and your customers and suppliers. In some cases, there is one contact for everything, but in others, you need to communicate with multiple people, for instance when a contact person is assigned to a given area of responsibility or manages a local branch. Considering the importance of this role, maintaining accurate and up-to-date details of the contact is a must.

To increase efficiency and consistency, and reduce errors, SAP Business One enables you to connect the relevant Business Partner (BP) address to a contact person:

Contact Person

In the field “Connected Address” you can assign the relevant Bill To or Ship To address to the selected contact person, minimising the risk of errors in typing it manually. In addition, to ensure the list of contact persons is well maintained, a new option is added to “General Settings” > “BP tab”, enabling you to display only the active contact persons in the BP Master Data window:

Contact Persons

By default, the option to display inactive contact persons is selected and all contact persons are listed. Deselect this option to view active contact details only.

Available in Web Client for SAP Business One 10.0, and SAP Business One 10.0 version for SAP HANA. Please get in touch if you would like to upgrade to version 10.0.

We hope that you find this tip useful. For more information on Business One, please visit our webpage.

Source: Ari Schapira | SAP Business One – The Tip of the Week